The Complete Premium Financing Solution for Agents & General Agents!
Streamline your workflow and offer your clients a premium experience.
Products & Services
Mobile Friendly Access
Access your accounts from any mobile device at anytime.
Real Time Information
Our system provide real-time account information so you'll always have up-to-the-second account information.
24/7 Online Account Details
Access all account details, including payment history, policy information and previously mailed notices.
Multilingual Customer Service
We have the ability on supporting Multilingual insureds and agent/brokers. Eliminate communication barriers!
Cancellation Avoidance
Easy-to-understand communications to engage the insured throughout the billing cycle, autopay, and automating collections.
Online Documents
All previously printed notices and letters are available online, at any time.
Installment Extension
Call us on or before the installment due date and we will hold all assessed late fees and mailing of all notices.
Cancellation Hold
Request courtesy holds on past due contracts for up to 5 calendar days via our website to prevent cancellations.
Multiple Insurance Policies
One finance agreement - multiple insurance policies. Consolidate up to 10 insurance policies under one premium finance agreement with ease.
E-mail Alerts
Receive email alerts for you and your insureds, from payment reminders prior to the due date to cancellation notices. Prevent costly cancellations and rewrites!
Reports & Notices
We deliver agency reports and insured notices to your inbox, each day.
E-Signature
Submit finance agreements to our office electronically. No fax or e-mail is required, and it's free for your agency
Convenient Funding
Choose from check, e-check, ACH, or credit card for funding, accompanied by daily emails detailing all transactions.
Revenue Sharing and Rebates
Participate in the revenue sharing and earn rebates on each financed account your agency write with us through a variety of options.
InMail
Communicate with insureds, your staff, and our team using InMail services. Eliminate clutter with faster, better, and safer communication!
No Production Requirements
Your agency appointment has no premium finance production requirements.
Documentation
Securely upload and save documents related to your insureds' loans. Say goodbye to email and faxing!
Reports
Access your agency reports and insured notices anytime, 24/7
Tasks
Assign tasks for your self and your fellow agents. Stay on top of your renewals!
Notes
Add, append, or archive notes per policy, finance agreement, and insured.
SMS Alerts
Payment alerts and reminders to your insured via SMS, at no cost!
